Description

Our mission is to help our clients make smart financial choices and focus on what’s most important to them. We help individuals, families and small business owners pursue their financial goals by using a financial planning process that creates a plan that is unique for each client. We recognize that each client and their situation is unique and therefore requires a plan that is customized to their specific situation. We believe in using a financial planning process that starts with getting to know our clients and understanding their personal and financial goals.

Financial Journey Partners can be found at 101 Metro Drive Suite 264 . The following is offered: Financial Planning - In San Jose there are 142 other Financial Planning. An overview can be found here.

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